SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

146 hedge funds and large institutions have $572M invested in Schwab US Large-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
29
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
TMFS Holdings
Kansas
+$34.9M
2
KF
Krilogy Financial
Missouri
+$22.1M
3
AP
Advisors Preferred
Maryland
+$15.1M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.51M

Top Sellers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$11.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.21M
3
ACM
Avalon Capital Management
California
-$4.26M
4
EWA
EP Wealth Advisors
California
-$3.58M
5
SS
Simplicity Solutions
Minnesota
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$3.17M -$972K -67,461 -23%
Mariner
27
Mariner
Kansas
$3.11M +$117K +8,094 +4%
CMP
28
Courage Miller Partners
Virginia
$3.1M -$248K -17,193 -7%
UBS Group
29
UBS Group
Switzerland
$2.8M -$319K -22,155 -10%
NFG
30
Nadler Financial Group
Illinois
$2.71M +$378K +26,214 +16%
Bank of America
31
Bank of America
North Carolina
$2.62M -$1.02M -70,827 -28%
Wells Fargo
32
Wells Fargo
California
$2.52M +$309K +21,471 +14%
GCA
33
Greenwood Capital Associates
South Carolina
$2.47M +$2.47M +171,540 New
CCM
34
Condor Capital Management
New Jersey
$2.37M +$5.62K +390 +0.2%
MIAN
35
Mariner Independent Advisor Network
Kansas
$2.3M -$4.32K -300 -0.2%
STMM
36
South Texas Money Management
Texas
$2.16M +$98.9K +6,870 +5%
MA
37
MUFG Americas
New York
$2.16M +$552K +38,325 +34%
FWM
38
Frontier Wealth Management
Missouri
$1.9M -$120K -8,349 -6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.79M -$1.85M -128,754 -51%
PMG
40
ProVise Management Group
Florida
$1.65M +$257K +17,811 +18%
BCI
41
Brinker Capital Investments
Pennsylvania
$1.63M -$123K -8,547 -7%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$1.55M +$107K +7,410 +7%
CG
43
Colony Group
Massachusetts
$1.53M -$715K -49,656 -32%
CAM
44
Concorde Asset Management
Michigan
$1.49M -$2.16K -150 -0.1%
SFSG
45
Stearns Financial Services Group
North Carolina
$1.41M -$98.5K -6,843 -7%
LYV
46
Live Your Vision
Pennsylvania
$1.39M +$23.5K +1,629 +2%
KLI
47
Kelman-Lazarov Inc
Tennessee
$1.28M +$1.28M +88,542 New
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$1.21M -$1.02M -70,521 -46%
BC
49
Bartlett & Co
Ohio
$1.19M +$428K +29,742 +56%
SI
50
SII Investments
Wisconsin
$1.07M +$1.07M +74,472 New
1
2
3 4 5